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VADFX vs VSTSX
VADFX vs VSTSX Comparison
Open Charts VADFX vs VSTSX
Invesco Equally-Wtd S&P 500 R6
Price$82.90
Change+$0.04 (+0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.82
Change-$0.19 (-0.07%)
VolumeN/A
CapitalizationN/A
VADFX vs VSTSX Comparison Chart
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VADFX vs. VSTSX commentary
Nov 14, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VADFX is a StrongSell and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. VADFX (7.16B). VADFX pays higher dividends than VSTSX: VADFX (1.61) vs VSTSX (1.36). VADFX was incepted earlier than VSTSX: VADFX (12 years) vs VSTSX (8 years). VADFX is a more actively managed with annual turnover of: 20.00 vs. VSTSX (2.00). VADFX has a lower initial minimum investment than VSTSX: VADFX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 36.50 vs. VADFX (28.67). VSTSX return over 5 years is better than : 89.10 vs. VADFX (36.59).
| VADFX | VSTSX | VADFX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 17.816 | 24.996 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.16B | 1.73T | 0% |
| Annual Yield % from dividends | 1.61 | 1.36 | 118% |
| Returns for 1 year | 28.67 | 36.50 | 79% |
| Returns for 3 years | -0.49 | 22.96 | -2% |
| Returns for 5 years | 36.59 | 89.10 | 41% |
| Returns for 10 years | 87.03 | N/A | - |